401(k) · DOL Form 5500 · 2023

Jag - One Intermediate Holdings 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
780
Participants Near avg headcount
76th
Percentile by assets National rank
$30,682
Avg per participant Low balance/head
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Official DOL plan name: Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust · Sponsored by Jag - One Intermediate Holdings · New Jersey · Healthcare & Social Assistance

$24M in assets, 780 participants

Jag - One Intermediate Holdings's Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust reported $24M in total assets and 780 participants in its 2023 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,071 in Healthcare & Social Assistance (17,684 peers)

Where Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust sits by assets

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 780 participants (~$30,682/participant), up 43.3% in 2023.

#14,071
in Healthcare & Social Assistance (17,684 peers)
+43.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,932,024 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (780 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust reported net income rose from -$528K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust reported participants rose from 569 in the plan year 2022 filing to 780 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831033256 · Jag - One Intermediate Holdings PY 2023 · 401(k)

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust · $24M · 780 · 76th

  • EIN $24M
  • RANK 780
  • PHOTO 76th
  • IND 401(k)
  • EOY near Newday USA Retirement Plan
  • 5500 ind #14071

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jag - One Physical Therapy 401(k) Profit Sharing Plan and TrustJag - One Physical Therapy 4…$24MNewday USA Retirement Plan$24MConley Rose, P.C. Savings & Profit Sharing Plan for DirectorsConley Rose, P.C. Savings & …$24MWehah Farm, Inc. 401(k) Profit Sharing PlanWehah Farm, Inc. 401(k) Prof…$24MAcorns Grow 401(k) Plan$24M
End-of-year total assets ($M) among Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN831033256
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jag - One Intermediate Holdings)

Sponsor-wide plan assets over time

All Jag - One Intermediate Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$32M 90.81402675208999% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.7M $31.9M ▲ +90.8%
Year Plans Participants Total Assets
2022 1 569 $17M
2023 1 780 $24M
2024 1 899 $32M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.023932024 · Participants: 780Jag - One Physical Therapy 401(k) Profit Sharing Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Newday USA Retirement Plan in MD ($24M); by covered participants it is Nor-Cal Beverage Co., Inc. Employee Retirement Pla in CA (780 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (780 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust surged - up 43.3% during 2023, from $17M to $24M. Reported net income was $7M.
How have Jag - One Intermediate Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jag - One Intermediate Holdings's sponsor-wide assets grew 90.8%, from $17M to $32M.
Where does Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Newday USA Retirement Plan in MD ($24M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Jag - One Physical Therapy 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nor-Cal Beverage Co., Inc. Employee Retirement Pla in CA (780 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831033256.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.